UrTravelPro · Travel resource center

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Destination guides, pre-trip checklists, app walkthroughs, and quick answers — the things UrTravelPro clients ask us about, collected in one place.

85 guides available
5 categories covered

How-tos

74 guides
How-to · Compass

Compass Snippets

Save reusable text fragments to a shared library and insert them into any guide. Edits to a snippet flow automatically into every guide that references it.

Updated 1 month ago
How-to · Books

Books Journal Entries

Manual double-entry journal entries with debits, credits, and balance enforcement. Save as draft or post; full audit trail of every change.

Updated 1 month ago
How-to · Marketing

Sending Domains and DNS Setup

Verify a custom domain so marketing emails come from your address ([email protected]) with proper SPF, DKIM, DMARC, and Return-Path records.

Updated 1 month ago
How-to · Marketing

Marketing Troubleshooting

Common issues and how to resolve them: cancelling a scheduled campaign, understanding hard vs. soft bounces, and what to do when a contact stops receiving emails.

Updated 1 month ago
How-to · Marketing

Marketing Reports and Revenue

Per-campaign engagement metrics (delivered, opens, clicks, bounces) and manual revenue attribution — record bookings against a campaign so you can see actual dollars per send.

Updated 1 month ago
How-to · Marketing

Marketing Plans and Usage

Three tiers: Individual (free, 125 emails/month), Growth ($4 per 1,000-email block over 1,000), and Pro ($3 per 1,000-email block over 5,000). Quotas reset at the start of each calendar month.

Updated 1 month ago
How-to · Books

Books Reports

Generate financial statements (P&L, Balance Sheet, Cash Flow) and management reports (Expenses/Income by Category, Trial Balance, General Ledger, and more). Export each report as PDF, Excel, or print-friendly HTML.

Updated 1 month ago
How-to · Compass

Custom Domain Setup

Point your own subdomain (guides.youragency.com) at Compass with a CNAME. Free SSL, status lifecycle, troubleshooting.

Updated 1 month ago
How-to · Compass

The Editor

Compass's block-based editor: travel-specific blocks (Callout, FAQ, Itinerary, Columns, Tables), slash commands, keyboard shortcuts.

Updated 1 month ago
How-to · Marketing

Contacts, Audiences, Segments & Tags

Manage who you send to. Contacts, manual audiences, dynamic segments, and ad-hoc tags — what each is for and when to use them.

Updated 1 month ago
How-to · Marketing

Forms, Popups & Landing Pages

Three ways to capture leads: embeddable forms, overlay popups, and full standalone landing pages.

Updated 1 month ago
How-to · Marketing

Campaigns & Email Templates

Create, edit, schedule, and send one-time email campaigns. Save designs as reusable templates.

Updated 1 month ago